PNI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +1.3% ·
net new positions -5.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 173.41K | +9.8% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank of New York Mellon Corp | 158.27K | +2.2% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 114.50K | +27.9% | $811,826 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 110.40K | +11.8% | $782,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Lido Advisors, LLC | 97.69K | 0.0% | $695,511 | 0.0% | Held | 2 | SEC ↗ |
| 6 | Baird Financial Group, Inc. | 61.01K | -0.2% | $432,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 60.20K | -5.3% | $426,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 45.49K | -6.3% | $322,537 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Toronto Dominion Bank | 35.98K | -63.7% | $255,127 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 35.96K | +277.0% | $254,945 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Mml Investors Services, Llc | 29.18K | +3.8% | $206,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 27.16K | -0.6% | $192,551 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Rockefeller Capital Management L.P. | 25.43K | +143.9% | $180,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 13.66K | +11.8% | $96,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 12.24K | -17.0% | $86,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 11.68K | 0.0% | $82,842 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 3.34K | 0.0% | $23,695 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.00K | 0.0% | $7,000 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $5 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Susquehanna International… | $99,318 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 7.73M shares, $52.84M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
100.0% of class · View original SEC filing ↗